
Financial Portfolio Manager
1 week ago
Wealth Management Professional
Job Summary:
- This is a dynamic opportunity for a skilled professional to acquire and manage a portfolio of High Net Worth Individuals (HNI) and affluent clients.
Key Responsibilities:
- Acquire new business through proactive relationship building, networking, and marketing efforts.
- Cross-sell banking products such as Current Accounts, Life Insurance, and Mutual Funds.
- Develop and implement personalized wealth management solutions based on client profiles and risk appetite.
- Provide exceptional customer service and ensure high levels of customer satisfaction.
- Maintain regular client interactions, conduct portfolio reviews, and stay updated with industry trends.
- Ensure compliance with all regulatory guidelines and internal policies.
Candidate Profile:
- Graduate/Postgraduate degree with 3-8 years of relevant experience in retail banking or wealth management.
- In-depth knowledge of banking products, including Current Accounts, Life Insurance, Mutual Funds, and other retail liability products.
- Excellent communication, interpersonal, and sales skills.
About the Role
This role requires a highly motivated and results-driven individual who can work effectively in a fast-paced environment. The ideal candidate will have a proven track record of success in acquiring and managing client relationships, with a strong understanding of banking products and services.
What We Offer
As a Wealth Management Professional, you will have the opportunity to work with a diverse range of clients, develop your skills and expertise, and contribute to the growth and success of our organization.
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